Segments: New Triggered Segment

Triggered segments are a feature of ListManager Enterprise, and are unavailable for Standard or Pro ListManager. Contact your account representative at sales@lyris.com if you'd like to upgrade to ListManager Enterprise.

Triggered segments are segments that contain one or more trigger clauses. These clauses identify a specific event or date that happens when the mailing is to be sent. Anything else about the member that does not specify exactly when the mailing is to be sent is not a trigger clause, but a regular clause. Triggered segments work in conjunction with triggered mailings and sequential mailings.

The trigger clause identifies the event that causes the mailing to be sent, but when you actually create the triggered mailing, you can specify exactly how long after the event the mailing should actually be sent. Typically, only one trigger clause is required, but you may want to send the mailing if any one of a list of events occur (see Using Multiple Trigger Clauses below).

Note that the trigger clause identifies the event that causes the mailing to be sent, but when you actually create the triggered mailing you can specify exactly how long after the event the mailing should actually be sent. In the case where you know the date in advance (such as a member's birthday), you can send the mailing to them a certain amount of time before the date.

Creating a Triggered Segment

From the main segments page, click Create New Triggered Segment. This opens the Segment: New Triggered Segment page. Enter a segment name and description, as with any segment.

Click the insert trigger button. This opens the Segment: Insert Trigger page, which is divided into tabs. These are arranged to easily access the desired trigger type. Click on the links below for detailed information on the various trigger types:

 

• Date
• Action
• Clickthrough
• Clickstream
• Purchase
• Interest

Note that triggers can be used in conjunction with clauses, and they will work together. The best way to see this is with an example:

You want to send a discount offer to members when they visited a particular web page from a particular mailing, but only if they are female and have purchased more than $100 worth of items in the past 90 days.

This will result in 3 clauses, only one of which is a trigger clause:

< members who are female - regular clause >

AND

< members who purchased more than $100 worth of items in the past 90 days - regular clause >

AND

<send the mailing whenthe member visits the particular web page from the particular mailing - trigger clause >

Important note:

If this example is entered incorrectly, such as:

< members who are female - regular clause >

OR

< members who purchased more than $100 worth of items in the past 90 days - regular clause >

OR

< send the mailing whenthe member visits the particular web page from the particular mailing - trigger clause>

it will result in sending the mailing to ALL female members or to ALL members who purchased more than $100 in the last 90 days every time the triggered mailing is sent. This is why triggered segments and mailings must be created and tested with care.

Using Multiple Trigger Clauses

Typically only one trigger clause is required for a triggered mailing, but sometimes you may want to send the mailing if any one of a list of events occur. For example, you might want to send a particular promotion to someone who visits any one of 3 different pages:

<trigger clause when member visited page1>

OR

<trigger clause when member visited page2>

OR

<trigger clause when member visited page3>

You might want to only send to members who visited all 3 on the same day. You could do this by running the triggered mailing once at the end of each day, and using this segment:

<trigger clause when member visited page1>

AND

<trigger clause when member visited page2>

AND

<trigger clause when member visited page3>

In another example, you might want to send a particular promotion to adults once they reach 1000 total interest points on your Web site, but only send to youths once they reach 2000 total interest points on your Web site:

(

<regular clause - member is aged 25 or over>

AND

<trigger clause when the member reaches 1000 interest points total for the first time>

)

OR

(

<regular clause - member is aged less than 25>

AND

<trigger clause when the member reaches 2000 interest points total for the first time>

)

More

1. Segments

2. Segments Main Page

3. Triggered Segments

1. Segments: New Triggered Segment

2. Segments: New Triggered Segment: Insert Trigger: Date

3. Segments: New Triggered Segment: Insert Trigger: Action

4. Segments: New Triggered Segment: Insert Trigger: Clickthrough

5. Segments: New Triggered Segment: Insert Trigger: Clickstream

6. Segments: New Triggered Segment: Insert Trigger: Purchase

7. Segments: New Triggered Segment: Insert Trigger: Interest

8. Segments: New Triggered Segment: Insert Trigger: Survey